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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$682K +$47.7K +436 +10%
BFG
552
Bouchey Financial Group
New York
$677K +$2.3K +21 +0.4%
Axa
553
Axa
France
$675K -$25.7M -235,444 -98%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$674K -$608K -5,565 -49%
HW
555
Hancock Whitney
Mississippi
$671K -$153K -1,400 -19%
SA
556
Strategic Advisors
New York
$669K -$11.9K -109 -2%
CT
557
Caldwell Trust
Florida
$666K +$21.2K +194 +3%
IFWM
558
Institute for Wealth Management
Colorado
$665K +$2.95K +27 +0.5%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$661K -$864K -7,900 -58%
VBWMG
560
Von Berge Wealth Management Group
California
$656K +$707K +6,470 New
PHK
561
Point72 Hong Kong
Hong Kong
$655K -$3.14M -28,723 -83%
AWM
562
Altium Wealth Management
New York
$654K +$138K +1,259 +28%
CWM
563
Calamos Wealth Management
Illinois
$650K +$2.62K +24 +0.4%
WA1
564
Wimmer Associates 1
California
$648K +$7.65K +70 +1%
FTDI
565
First Trust Direct Indexing
Massachusetts
$645K -$63K -576 -9%
WPW
566
Waldron Private Wealth
Pennsylvania
$643K +$5.36K +49 +0.9%
GCAC
567
Guardian Capital Advisors (Canada)
Ontario, Canada
$642K +$612K +5,600 New
BEC
568
Blue Edge Capital
Virginia
$639K – – –
PAI
569
Pittenger & Anderson Inc
Nebraska
$639K +$262K +2,400 +75%
GBT
570
Grove Bank & Trust
Florida
$637K – – –
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$633K +$607K +5,548 New
SIP
572
Stoneridge Investment Partners
Pennsylvania
$632K – – –
MPPW
573
Mitchell & Pahl Private Wealth
Oklahoma
$628K -$54.7K -500 -8%
ZCM
574
Ziegler Capital Management
Illinois
$628K -$2.52K -23 -0.4%
BCI
575
Brinker Capital Investments
Pennsylvania
$624K +$598K +5,467 New